Filed December 2, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,986 | $74,927+13.4% | $101,794-16.5% | $84,808+0.2% |
| Participation rate | 91.7% | 61.4%+30.3pp | 69.2%+22.5pp | 68.3%+23.4pp |
| Annual return | 14.71% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $719 | $1,522-52.7% | $2,289-68.6% | $2,631-72.7% |
| Participant deferral / active EE | $7,192 | $3,099+132.1% | $4,084+76.1% | $4,212+70.8% |
| Admin fee / account holder | $1,998 | $6,514-69.3% | $8,777-77.2% | $7,344-72.8% |